AAV urges govt to roll out rescue package to save operation costs of airlines and tourism operators aside from tourism promo campaign as virus persist.

Comment: Not sure why a private company should rely upon a government bailout…

BCPG expects FY20-25 EBITDA growth above 75% driven by contribution of 2 power projects in Laos combined 114mw, sets Bt45b 5 years capex plan to invest in 600mw windfarm, 4 solar combined 100mw, will wrap up 1 M&A this year.

HMPRO postponed Homepro Expo sales event, tones down SSSG as virus continue, allots Bt5b to expand outlets and revamp existing branches.

Comment: Negative SSSG going to continue for HMPRO, perhaps their lofty valuation is going to finally come into question

SAWAD sees strong demand for credits as slowing econ boost demand for working cap, plans to add 300 outlets this year, eyes 20-30% loan growth target NPLs within 3-6%.

Comment: Future landlords

STPI gets steel modules order for 2 projects worth Bt2.23b.

TK wins permit from Cambodia to expand hire-purchase branches, plans to add 6 outlets this year lifts total oversea branches to 21 by end of year.

Comment: Perhaps the safest player in the industry. Never overexpanded, never over leveraged. Or you can argue they are a boring slow moving company.

TOP mulls to increase diesel production as demand for jet fuel slow, sets USD2b FY20 capex to invest in clean fuel projects (CFP).

TRT wins power transformer projects from TOP worth Bt725m to be installed in CFP projects, lifts backlog to Bt1.964b.

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